Wealth Relationship Manager
20 hours ago
Leading Bank is seeking a seasoned Wealth Relationship Manager - Portfolio Growth Specialist to join our team. This role offers an exciting opportunity to work with high-net-worth individuals and families, providing tailored wealth management solutions and driving revenue growth.
The successful candidate will be responsible for managing a portfolio of 80-100 affluent client relationships, delivering exceptional customer service, and growing revenue through the sale of liability and wealth management products. Key responsibilities include:
- Client Acquisition and Retention: Build strong relationships with clients, understand their financial needs, and identify opportunities to deepen existing relationships.
- Portfolio Management: Review individual account relationships, assess risk profiles, and recommend investment products to meet clients' goals and objectives.
- Product Advice: Collaborate with product experts to develop targeted investment ideas, leveraging market intelligence and client feedback.
- Process Improvement: Ensure seamless transaction execution, maintain accurate documentation, and adhere to defined compliance norms.
To succeed in this role, you will require:
- Strong customer relationship management skills
- Ability to communicate complex financial concepts effectively
- Knowledge of wealth management products and services
- Experience working with high-net-worth individuals or families
Earn up to $120,000 per annum + benefits package, depending on experience. If you are a results-driven professional with a passion for delivering exceptional client experiences, we encourage you to apply for this exciting opportunity.
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